Category Archives: SQL

Hey folks! You guys must have seen Duration column within Tracking tabs of Cases, Opportunities etc. Duration column shows values in Days, Hours and Minutes format. In this blog, we will explain how Duration is calculated within Sage CRM and displayed into Tracking tabs. New Stuff: Modify Print Quote button functionality in Sage CRM Consider Opportunity… Read More »

In Sage CRM while creating a record against a Company you must have noticed both Active and Inactive Company records are displayed in the SSA drop-down list. As displayed in below screenshot.In our blog we will provide a quick tip how you can exclude Inactive records from an SSA drop-down list by adding a short… Read More »

In Sage CRM, Groups feature allows you to create, edit, and save lists of people, companies, leads, cases, opportunities, quotes and orders based on defined filter criteria. Groups are based on the SQL views generated by queries. The views that are used to create group’s needs to be designed such that each row should return… Read More »

In our earlier blog, we explained about the new feature introduced in Sage CRM 2018 R2 i.e. Consent. It helped to capture the global and local legislation surrounding people data, including the GDPR in Sage CRM. In this blog, we will explain how you can maintain tracking of those persons who haven’t responded to the… Read More »

Sage CRM has a complex and sophisticated Security mechanism implemented as automatic alteration of the SQL used to fetch either the application data to the screen or the metadata that controls the availability of features. One such feature is related to the various Entity Tabs which displays the List or Screens for Users. Since not… Read More »

As you know, Sage CRM 7.3 came with a feature of creating PDF merged documents. You can create PDF merged documents using “Merge To PDF” option available in New Menu. Also, you can do the same from workflow also. Please refer below blog link for the same. Related Post: Merge to PDF through workflow in Sage… Read More »

Sage CRM have a rich and suitable features for all Business Sizes and Types. It contains different type of standard entities to maintain data. There are a lots of columns in each entity. For specific entities, we don’t have rights to delete any standard field from entity. As we all know, Company is a primary/main… Read More »

As you all know Sage CRM comes with bundle of standard functionalities which fulfill user requirements such as Email, SMS, Reports and documents etc. By default CRM put some restrictions on this functionalities like while merging a document against any entity we need to fill some details on screen, and based on that details document… Read More »

Upon installing Sage CRM apart from selecting the installation path we are required to provide instance name and SQL server connection details to proceed further with installation. Whatever the instance name that we provide upon installation, the installation process will create a database in SQL with same name and required tables in the database. The… Read More »

As we know CRM logs plays a vital role in identifying the cause of any errors and act as helping hand for implementers and developers. User can check logs which are divided into different categories such as SQL Logs, .Net Logs, System logs and so on. Along with this different logging level can be defined… Read More »